What Are the Different User Permissions in ISP?

There are various Roles you can assign users, each with their own levels of access and abilities to perform certain tasks. If a user requires multiple levels of permissions, you can assign them multiple roles. 

Super User (highest permission level)

  • Adding, removing, and controlling user access
  • Full permissions to add, edit, and delete all information
  • Access to financial and compliance reports
  • Full access to add, edit, and delete contact information

Treasurer

  • Full permissions to add, edit, and delete all information. Access to financial and compliance reports

Data Entry

  • Full permissions to add, edit, and delete contact information
  • Ability to add and edit financial transactions

Candidate

  • See all information and run reports

General Consultant

  • Can view and export all financial information
  • See all information and run reports
  • Full permissions to add, edit, and delete contact information
  • Add and edit budget categories and budget information

Fundraiser

  • View access on financial information
  • Full access to add, edit, and delete contact information

Outside Fundraiser

  • Can view and export monetary and inkind contributions
  • Full permissions to add, edit, and delete contact information

Bank Reconciliations

  • People who are doing bank reconciliations but not doing financial data entry

Volunteer Manager

  • Full access to add, edit, and delete contact information

Budget Categories (Add-On)

User Admin (Add-On)

  • Adding, removing, and controlling user access